Responsible Investing

We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.

Overview

Our ambition is to be the world's leading responsible investor. We expect the global economy will move to a more sustainable model over the coming years, and we want to be an active partner for clients as that transition takes place.

20+ years experience

We have built a powerful responsible investing (RI) capability over more than two decades. Today, dedicated specialists in our investment platforms influence how we invest across all asset classes.

At the heart of the business

Our active ownership specialists lead our stewardship and research functions, while other RI experts work directly with portfolio managers to integrate environmental, social and governance (ESG) factors into strategies.

Responsible investing at a glance1

7 A+ ratings1

With the United Nations Principles for Responsible Investment (PRI) programme.

90 %

of AUM** classified as Articles 8 & 9 under SFDR2.

9 impact strategies

Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns.

30 + specialists

Putting responsible investing to work in our strategies.

20 +years

Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.

T ransition bonds

We have led industry development of this new asset class which seeks to drive change in carbon-intensive businesses.

Our Approach

The vast majority of our assets under management integrate our ESG analysis and quantitative scores into the investment process, while applying our core exclusions policy. We believe this can deliver value for clients by identifying risks and opportunities linked to key sustainability trends in the global economy.

Avoid

We exclude assets that fail to meet our baseline criteria for responsible investing.

Invest

We use ESG analysis and scoring to shape and enhance our investment processes.

Influence

We engage with companies and sovereigns to promote sustainable decision making.

Identify

We uncover risks and opportunities linked to ESG factors.

Impact

In select strategies, we seek to deliver direct, measurable and positive effects on society and/or the environment.

These strategies use data and research, exclusions and proactive stewardship to help build ESG into the investment process, and promote environmental and social characteristics in our approach.

As part of this we may exclude issuers with the lowest ESG scores as well as those which do not follow what we consider good governance practices. We believe that this level of ESG integration can potentially reduce risk to help us achieve better risk-adjusted returns. We consider strategies classed as ESG Integrated to meet the requirements of Article 8 of the SFDR regulation. Within this group, strategies in the ESG Integrated+ category go a step further by targeting an ESG score higher than that of the benchmark or universe.

Climate-aware investing

As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet.

ACT range

Clean Tech

Innovative companies are creating solutions to address pressures on scarce natural resources and the need for greenhouse gas emission reduction.

ACT range

Green bonds

Green bonds are among the most interesting innovations of the last decade in the field of socially responsible investment products.

ACT range

US high yield bonds low carbon

A more environmentally-conscious way to invest in the US high yield bonds market.

ACT range

Multi-asset impact

A world of opportunities to help create a positive impact for people and planet while generating investment returns.

Understanding responsible investing

Learn the basics of responsible investing and dive into areas including impact investing, ESG and active stewardship with The Academy - our dedicated learning zone designed to help increase your knowledge and understanding of the investment world.

Our online training resource includes two new modules on responsible investing: An introduction to Responsible Investing Part 1 and An introduction to Responsible Investing Part 2. As well as helping you to explore this critical part of today’s investment landscape, these courses can help you meet your annual Continuing Professional Development (CPD) requirements.

In these courses we look at what responsible investing is, and explain why it is important. In Part 1, discover more about how you can approach responsible investing, and find out about ESG, active stewardship and more. In Part 2, gain a deeper understanding of responsible investing, as well as AXA IM’s key research themes, and find out how we integrate sustainability factors into our investment processes.

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Risks

No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: global investments risk, equity risk, credit risk, derivatives risk and leverage, risks linked to investments in emerging markets, counterparty risk and geopolitical risk.

    Disclaimer

    The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonized definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar, but which should be distinguished because their calculation method may be different.

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    *All figures as at 31 December 2020 unless otherwise specified.  As at 31 December 2020, assets under management within Equities, Fixed Income and Multi-Asset stand at €587 billion out of which €460 billion are applicable under the SFDR.